Learn from our ESOP Experts

Read ahead for case studies, webinars, and insightful articles by our nationally-recognized advisors.


For a concise ESOP guide, download our quick reference now.

A Resource for any Schedule

Whether you have a couple minutes or an hour, we can explain the tax, liquidity, and legacy-building advantages of an employee stock ownership plan.

 

An Employee Ownership Case Study

_____

Join Larry Kaplan, CSG’s Founder and Managing Partner, for a review of the leveraged ESOP feasibility, structuring, and financing process in this brief video.

Based on real client interaction, this case study highlights the key considerations and strategies behind a successful employee stock ownership plan transaction.

ESOP Case Study

Why do Leading Companies Trust our ESOP Advisors?

_____

GoalBoxedAsset 2-1

Experience

Our multi-disciplinary team's primary focus is ESOPs, and our transaction volume is unmatched in the industry. That translates to extensive institutional knowledge and a deep understanding of the variability of employee stock ownership plans.

Analytics-Focused

We leverage proprietary modeling and research tools – refined and developed throughout our 20+ year history – to deliver data-driven ESOP recommendations and solutions.

ThinkingIdeasBoxedAsset 15
esop-how-is-it-funded

Financial Reach

Our dedicated capital markets team has access to the same financing sources as private equity firms and top investment banks. In the last five years alone, 30+ bank lenders and funds have financed CSG-led ESOP transactions.

In the past 10 years alone, we've received over 40 firm and deal of the year honors.

ESOP awards organizations